2023 Form 5500 filing — Mcgee Company 401(K) Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240903180611NAL0042019490001) for Mcgee Company 401(K) Profit Sharing Plan, reported by Mcgee Company under EIN 84-0457707 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.6MReported net assets$13,552,488
Participants135
Provider compensation$46.7K3 Schedule C row(s)$46,684
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240903180611NAL0042019490001
Plan sponsor
Mcgee Company
EIN
84-0457707
Plan number
001
Location
Denver, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.6M total assets
Net assets$13.6MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$840.2K
Participant$505K
Full reported line items
Total assets (EOY)
$13,552,488
Total liabilities (EOY)
$0
Net assets (EOY)
$13,552,488
Employer contributions
$840,204
Participant contributions
$505,047
Total income / additions
$3,222,027
Benefits paid
$1,162,027
Administrative expenses
$46,684
Total expenses
$1,226,463
Net increase / (decrease)
$1,995,564
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $17.4K
  2. 2
    INVESTMENT MGMT · Direct $16K
  3. 3
    RECORDKEEPER · Direct $13.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240903180611NAL0042019490001 cover?
It is the 2023 Form 5500 filing for Mcgee Company 401(K) Profit Sharing Plan, reported by Mcgee Company (EIN 84-0457707).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages